+244.8%
ORCL vs MPWR
+1,560.2%
-1,315.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.2% | -4.4% | -0.7% |
| 7D | -11.2% | -1.7% | -9.4% | -10.8% |
| 30D | -18.8% | -16.5% | -2.3% | -14.7% |
| 3M | -18.8% | -12.3% | -6.5% | -16.1% |
| 6M | -39.7% | -27.7% | -12.0% | -35.2% |
| YTD | -39.6% | +32.0% | -71.6% | -46.2% |
| 1Y | -51.7% | +25.1% | -76.8% | -56.3% |
| 3Y | +10.2% | +146.5% | -136.3% | -22.8% |
| 5Y | +30.8% | +126.0% | -95.2% | -12.0% |
| All | +244.8% | +1,560.2% | -1,315.4% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MPWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling